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Brand new to QBOL - Want to categorise Customers.
"Customer Type" not displayed at Sales>Customer page
"Additonal Information" tab not displayed on Customer Information page.
See screen shot attached.
I've seen solution from US posts, is this an SA 'lack of feature'?
Any help, much appreciated.
Thanks for joining the Community space, @Capstone. I'll share some insights about the customer type and additional information not displayed on the Customer's page in QuickBooks.
We're taking note of your feedback and suggestion. At this time, the option to add customer types and show the additional information column is only available in the QuickBooks Online US version.
I understand that the option to have customer types, and additional information columns is beneficial to you and your business. For now, I'd suggest submitting feedback to our product engineers. They may look into this suggestion and consider adding the option in future updates.
To send feedback, you can click the Gear icon and select Feedback. Then, enter your suggestion and click Submit Feedback.
You can also check this article for a detailed guide on how to add and manage customers in QuickBooks Online.
Our Community forum is always open to help you again if you have other concerns with your customer's display or any questions about QuickBooks. I'm more than happy to provide additional assistance. Stay safe.
Thank you kindly for your response, much appreciated.
You're most welcome.
We're glad to know that my colleague is able to answer your queries regarding adding customer types and showing the additional information column in QuickBooks Online.
You can always post again if you need extra help with managing customers or have questions regarding QuickBooks in particular. We'll make sure to respond as soon as we can. Keep safe!
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